Overview Page

Detailed analytics for your prop firm trading.

Written By Delyan

Last updated 26 days ago

This article explains how to use the Prop Firm Trading → Overview page to quickly understand your profits, expenses, payouts, and overall performance.

The Overview page turns your trading data into clear charts and a monthly performance grid, helping you spot trends, compare firms, and decide where to focus next—without using spreadsheets.

How It Works

Overview Page Breakdown

The Overview page aggregates all payouts and expenses based on your selected filters and displays them in charts and a monthly grid. All visuals update automatically when filters change.

Using Overview Page

Step 1 – Open Overview

From the sidebar, navigate to:
Prop Firm Trading → Overview

Step 2 – Select Filters

At the top of the page, choose:

  • Year (specific year or Since Start)

  • Period (Full Year, Q1–Q4, or Last Month)

Important:

When Year = Since Start, Period is locked to Full Year and shows all the available data.

Step 3 – Review Summary Cards

Summary cards show:

  • Total income

  • Total expenses

  • Net result for the selected period

You can use the eye icon to hide or show amounts when sharing your screen.

Step 4 – Analyze Charts

All charts follow your selected filters, including:

  • Cumulative Net Profit / Loss

  • Monthly Net Amounts

  • Quarterly Net Profitability (Full Year or Since Start)

  • Prop Firm Payout Efficiency

  • Payout Amount vs Time to Receive

  • Total Earned by firm

  • Total Spent by category

  • Funding Rate (funded vs failed challenges)

Step 5 – Use Monthly Performance

The Monthly Performance grid shows:

  • Income, expenses, and net result for each month

You can:

  • Click a month to view its payouts and expenses

  • Export the grid as CSV or PDF (respects filters)

Important Notes

  • Multipliers and activation fees are included in totals to keep net values accurate

  • If charts appear empty, try switching to Since Start or adding data

Troubleshooting

Charts Are Empty

  • Add payouts or expenses in Transactions

  • Expand filters to Since Start

  • Confirm at least one month contains data

Export Is Disabled

  • Ensure you are not in read-only mode if your last payment failed

  • Confirm there is at least one month with data

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